Marie T. Delauretis
Investment Fund Advisor @Desjardins Financial Security Investments
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WORK HISTORY
Investment Fund Advisor @Desjardins Financial Security Investments
Mutual funds are distributed through Desjardins Financial Security Investments Inc. Marie DeLauretis is registered to sell mutual funds in the provinces of Alberta and Ontario.
EDUCATION
Overseeing Organization is the FPSC
CFP, Financial Planning
Responsible Investment Association
Responsible Investment Specialist, Investments and Securities
University of Calgary
B. Comm., Finance
Canadian Securities Institute
Wealth Management Essentials (for CFP's), Strategic Wealth Management and Strategic Investment Planning
Canadian Institute of Certified Executor Advisors
Certified Executor Advisor, Estate Planning
Knowledge Bureau
Real Wealth Manager, Wealth Management
The Money Finder Bootcamp
Cash Flow & Debt Management Bootcamp, Financial Planning and Services
Canadian Securities Institute
CSC, Canadian Securities
The Academy of Financial Divorce Specialists
CFDS, Chartered Financial Divorce Specialist
The Knowledge Bureau
Cash Flow & Debt Management Certification, Financial Planning and Services
Learning Library & Ment-r.com
Full LLQP, Life License Qualification Program (LLQP)
ABOUT MARIE T. DELAURETIS
I work with individuals, couples and business owners committed to living the life they…
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